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MC

Marx L. Cazenave

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CRD#: 1225802
MC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marx Luke Cazenave II, who also goes by Marx Luke Cazenare II, was a registered financial professional .

Marx is a previously registered financial professional and started their career in finance in 1984. Marx had worked at 8 firms and has passed the SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marx Luke Cazenare Ii

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 21, 2012 - February 8, 2016

AURUS ADVISORS, INC.

BD
CRD#: 128096
PONTE VEDRA BEACH, FL
Past

July 11, 2003 - October 30, 2003

CAZENAVE PARTNERS LLC

RIA
CRD#: 127355
SAN FRANCISCO, CA
Past

October 16, 2002 - October 15, 2003

MLC VENTURES, LLC

RIA
CRD#: 104378
SAN FRANCISCO, CA
Past

April 6, 2001 - January 9, 2004

MLC VENTURES, LLC

BD
CRD#: 104378
SAN FRANCISCO, CA
Past

December 19, 1987 - January 13, 2011

CAZENAVE AND CO., INC.

BD
CRD#: 20721
SAN FRANCISCO, CA
Past

November 3, 1987 - November 15, 1988

FIRST AMERICA EQUITIES CORP.

BD
CRD#: 7652
Past

March 31, 1987 - December 22, 1987

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

March 31, 1987 - December 22, 1987

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
Past

October 13, 1986 - February 11, 1987

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

October 13, 1986 - February 18, 1987

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
Past

March 28, 1984 - September 24, 1984

LPL FINANCIAL LLC

BD
CRD#: 6413

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 2/8/2016
Securities Industry Essentials Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AA
AURUS ADVISORS, INC.
AURUS ADVISORS, INC.

CRD#: 128096 / SEC#: , 8-66089

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
N. 822 Florida A1a Suite 310, Ponte Vedra Beach, FL 32082
Mailing Address
156 Retreat Place, Ponte Vedra Beach, FL 32082
Phone number
(904) 473-4940
Established
California since 11/03/2001
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
AUGUSTUS, RICHARD JOHNPRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER, CFO
RUSSO, JOSEPH DANIELVICE PRESIDENT
COLLINS, ELIZABETH SARAHFINOP4714831

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AURUS ADVISORS, INC.

CRD#: 128096

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